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Guide to Automatically Downloading or Saving Invoices for Your coapp Community
Guide to Automatically Downloading or Saving Invoices for Your coapp Community
Jonas Lindemann avatar
Written by Jonas Lindemann
Updated over 5 months ago

There are several ways to automatically download or save invoices for your coapp community. It is important to understand that the invoices for your community are created and stored in your connected Stripe account.

1. Manual Download of Invoice Files

You can manually download the invoice files in Stripe and save them to a location of your choice:

  1. Go to your Stripe dashboard: Stripe Dashboard.

  2. Log in with your Stripe credentials.

  3. Navigate to the invoices and download the desired invoice files.

  4. Save the invoices to a location of your choice on your computer or in a cloud storage.

2. Automation with Zapier

Zapier is a powerful tool that connects various apps and services and automates tasks. You can create a Zapier automation that immediately downloads all new invoices and saves them, for example, to Google Drive. Here is a template for this: Zapier Template.

Steps to Set Up the Zapier Automation:

  1. Create a Zapier account or log in.

  2. Use the above-linked Zapier template to create the automation.

  3. Connect your Stripe account to Zapier.

  4. Choose Google Drive as the target storage location.

  5. Configure the automation to automatically save new invoices to a specific Google Drive folder.

3. Using the coapp API

With the coapp API, you can load a list of your members, get a list of invoices for each member, and save the invoice files to a location of your choice.

Steps to Use the coapp API:

  1. Access the coapp API documentation.

  2. Implement a script that uses the API to retrieve the member list and their associated invoices.

  3. Save the invoice files locally or in a cloud storage.

4. Using the Stripe API

The Stripe API allows you to directly download invoices and save them to a location of your choice. Here is the documentation for the Stripe API: Stripe API Documentation.

Steps to Use the Stripe API:

  1. Read the Stripe API documentation to familiarize yourself with the available endpoints and their usage.

  2. Implement a script that uses the Stripe API to download invoices.

  3. Configure the script to save the downloaded invoices to a location of your choice.

Conclusion

With these methods, you can efficiently manage the invoices for your coapp community. Choose the method that best suits your needs to ensure all invoices are securely and orderly stored.

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